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Wednesday 5 August 2026
Furukawa Electric to invest JPY100 billion to double rollable ribbon cable capacity in response to data center demand
Furukawa Electric said on August 4 that it will invest approximately JPY100 billion (approx.US$630 million) in total to expand production capacity for optical fibers and optical fiber...
Wednesday 5 August 2026
Naver taps Brookfield for up to US$9 billion in data center financing

Naver is considering an asset-light structure for a US$10 billion data center expansion under which a Brookfield-led investment vehicle...

Wednesday 5 August 2026
Samsung, SK Hynix expansion puts Korea's chip supply chain to the test

Daeduck Electronics plans to invest KRW497 billion(US$349.50 million) in semiconductor production facilities through 2027, its second...

Wednesday 5 August 2026
Taiwan fund launches US$800M guarantee plan for US investment

Taiwan's National Development Fund said it will commit US$800 million to a financing guarantee mechanism aimed at helping local companies...

Wednesday 5 August 2026
From rockets to data centers: SpaceX's US$15.8B AI bet reshapes its post-IPO investment story
SpaceX's first quarterly report as a public company revealed that its fastest-growing business is no longer confined to rockets or satellite broadband. Instead, artificial intelligence...
Wednesday 5 August 2026
AI chip demand revives co-investment deals as ABF substrate capacity fills through 2028
AI chip demand is tightening supply of IC substrates, prompting Nvidia, AMD, and hyperscalers to lock in Ajinomoto Build-up Film (ABF) capacity through 2028 and press suppliers to...
Wednesday 5 August 2026
SpaceX revenue surges 92% as Starlink and AI offset widening rocket investments
SpaceX posted stronger-than-expected second-quarter results this year as rapid growth in Starlink connectivity and AI infrastructure revenue helped narrow losses, even as heavy investment...
Wednesday 5 August 2026
Taiwan launches NT$10B fund to back biotech commercialization

Taiwan's National Development Fund Management Committee on the 4th approved a new NT$10 billion (US$308 million) investment program...

Wednesday 5 August 2026
US dominates world's largest AI data centers as China places three in global top 60
The global race to build AI data centers is accelerating. According to Epoch AI's latest AI Data Centers report, more than 60 hyperscale AI data centers have either entered operation...
Wednesday 5 August 2026
China robot capital surges past US in global VC boom

Global venture capital has rebounded on the AI boom after the pandemic freeze, with total investment in the first half of 2026 already...

Tuesday 4 August 2026
AI's payback math: how long can servers last?

Amazon's second-quarter 2026 results beat market expectations by a wide margin, but rapidly expanding investment in artificial intelligence...

Tuesday 4 August 2026
CXMT reportedly weighs second Beijing DRAM fab as Chinese cities compete for memory chip investment

China's leading DRAM maker ChangXin Memory Technologies (CXMT) is considering building a second 12-inch memory chip fabrication plant in...

Tuesday 4 August 2026
Advantech bets on Physical AI as WEDA accelerates edge AI commercialization
Riding continued investment in AI infrastructure, industrial PC (IPC) maker Advantech extended its strong growth momentum in the second quarter of 2026, posting record second-quarter...
Monday 3 August 2026
Memory makers lift capex as Kioxia holds spending to defend NAND lead
Major memory suppliers are increasing capital spending as AI-related demand from U.S. technology companies accelerates, but Kioxia is keeping investment comparatively tight. According...
Monday 3 August 2026
Amazon deepens OpenAI ties with US$50B AWS expansion
Amazon has completed the latest round of its US$50 billion investment in OpenAI, fully funding an originally conditional financing package that gives it about a 5% stake in the company...